Live Updates My reaction 4:34pm ETCAVA’s growth narrative hinges on SSS momentum and margin durability — and this quarter showed cracks in comp growth that offset strong new unit economics. Metric Pre-Earnings Estimate Post-Earnings…
Live Updates Final Take 4:25pm ETWith the founder-CEO exit behind it, Luminar is focused on cost discipline and execution on Halo, but the growth narrative is on pause amid delays and a shrinking revenue…
Live Updates RGTI Climbing Back Up 4:34pm ETThe initial reaction to RGTI’s earnings miss was overblown and the stock after- hours is climbing back to even. This very well could open trading tomorrow up…
Live Updates Tuesday Wrap-up4:05pm ETThe Vanguard S&P 500 ETF closed at 590.16 Tuesday, up almost 1%. Don't Shop Shopify12:14pm ETOn the flip side, Phillip Securities analyst Helena Wang has downgraded Shopify (Nasdaq: SHOP |…
Live Updates Conference Call Notes6:50pm ET Aggressive Satellite Manufacturing Ramp 8 Block II Bluebird satellites completed + 6 Block I already in orbit; targeting ~40 Block II equivalents assembled by early 2026. Manufacturing cadence…
Live Updates My Reaction 4:21pm ET Estimate Pre-Earnings Post-Earnings Change FY2025 Revenue $727.01M $727.01M ⚖️ Flat FY2025 EPS –$0.61 TBD TBD Sentiment summary: 🟢 Execution improving: margin gains, electrolyzer sales, policy clarity 🟡 Guidance…
Live Updates Final Reaction 4:26pm ETSentiment summary: 🟢 Cost controls and margin execution signal stabilization 🟡 Subscriber stagnation and sales declines still drag 🟢 Q4 profitability guide reaffirms long-term recovery 🟢 Market reaction (+0.76%)…
Live Updates My Reaction 4:29pm ETOklo’s investment case hinges on being first to license, fuel, and deploy commercial fast reactors — with recycling as a long-term moat. Q2 advanced all three pillars. Sentiment summary:…
Live Updates Conference Call Highlights 5:19pm ETHere are some of the key areas of focus from BigBear’s conference call. This transcript snippet is thanks to Capital IQ, a division of S&P. I’ve bolded the…
Live Updates My Reaction 4:27pm ETArcher’s story hinges on first-mover advantage in urban air mobility and dual-use (civil/defense) commercialization. This quarter proved manufacturing scale, but the stock’s reaction suggests market fatigue with “pre-commercial optimism.”…
Live Updates Monday Wrap-up4:32pm ETThe Vanguard S&P 500 ETF closed at 584.54 Monday, down 0.2%. Adobe Cracks12:40pm ETIn less happy news, Melius analyst Ben Reitzes downgraded Adobe (Nasdaq: ADBE | ADBE Price Prediction) stock to…
Live Updates Friday Wrap-up4:20pm ETThe Vanguard S&P 500 ETF closed at 585.87 Friday, up 0.8% for the day and up 2.5% for the week. American Axle Revolves Higher2:47pm ETIn even more earnings news, auto…
Live Updates What Changed This Quarter4:42pm ET Missed EPS and revenue consensus despite strong YoY growth. 800G product line saw major hyperscaler qualification for Taiwan factory. On track for 100K unit/month 800G production capacity…
Live Updates Final Reactions4:44pm ET Metric Pre-Earnings Post-Q2 (Implied) FY25 EPS (Adj.) $2.74 ~$2.48–2.52 est. FY25 Revenue $25.13B ~$25B (flat) Sentiment Summary Top-line and gross profit beat across key segments. Cash App Borrow and…
Live Updates Final Reactions4:40pm ET Prior FY25 Est. Post-Q2 Guide/Implied Revenue $2.86B >$2.87B+ EPS (Non-GAAP) $1.78 Likely unchanged Sentiment Summary Severe selloff despite headline beats points to guidance disappointment or margin skepticism. Kokai innovation…
Live Updates Final Reactions4:45pm ET Prior FY25 Estimate Post-Q2 Implied FY25 Revenue $159.6M $160M–$178M FY25 EPS (Non-GAAP) –$0.16 Likely better Sentiment Summary Revenue beat + guidance raise drove the stock higher. Cross-vertical expansion confirms…
Live Updates Final Reactions4:47pm ET Pre-Q2 Consensus Post-Q2 Implied FY25 Revenue $577.4M ~$580M+ FY25 EPS (GAAP) –$0.24 Trending below Sentiment Summary Revenue and gross margin beat expectations. EPS and EBITDA loss significantly wider than…
Live Updates Thursday Wrap-up4:01pm ETThe Vanguard S&P 500 ETF closed at 581.18 Thursday, down 0.1%. Firefly Takes Wing12:27pm ETSpace company Firefly Aerospace (Nasdaq: FLY) rang in the opening bell on the Nasdaq this morning,…
Live Updates Final Reactions4:39pm ETWall Street unsure what to make of this quarter. After a sharp price drop, shares have bounced around a bit closer to even. 🟡 Sentiment: Mixed — commercial traction rising,…
Live Updates Limited Live Updates Moving Forward5:05pm ETWe will be listening in to Foritnet’s conference call so posts will be limited. If you leave this tab open a new post should automatically post later…
